Cedar Wealth Management, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History

Cedar Wealth Management, LLC

$307 Million
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 12, 2022	SELL	$30.13 - $38.07 $148,571 - $187,723	-4,931 Reduced 99.52%	24 $1,000
Q4 2021 Feb 11, 2022	BUY	$35.7 - $39.01 $35 - $39	1 Added 0.02%	4,955 $183,000
Q3 2021 Nov 12, 2021	BUY	$37.03 - $41.81 $111 - $125	3 Added 0.06%	4,954 $185,000
Q2 2021 Aug 09, 2021	BUY	$39.26 - $42.54 $942 - $1,020	24 Added 0.49%	4,951 $208,000
Q1 2021 May 11, 2021	BUY	$39.62 - $45.05 $118 - $135	3 Added 0.06%	4,927 $200,000
Q4 2020 Feb 11, 2021	SELL	$33.67 - $39.76 $10,942 - $12,922	-325 Reduced 6.19%	4,924 $195,000
Q3 2020 Nov 12, 2020	BUY	$30.26 - $34.75 $605 - $695	20 Added 0.38%	5,249 $177,000
Q2 2020 Aug 04, 2020	BUY	$23.37 - $30.48 $350 - $457	15 Added 0.29%	5,229 $156,000
Q1 2020 May 01, 2020	BUY	$21.97 - $32.5 $114,551 - $169,455	5,214 New	5,214 $127,000

Others Institutions Holding XSOE

# of Institutions

248

Shares Held

38.7M

Call Options Held

0

Put Options Held

0

Harel Insurance Investments & Financial Services Ltd.

3.8M
Shares

$129 Million
2.19% of portfolio
Morgan Stanley New York, NY

3.48M
Shares

$118 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

2.04M
Shares

$69.2 Million
0.01% of portfolio
Clal Insurance Enterprises Holdings LTD Tel Aviv, L3

1.81M
Shares

$61.4 Million
0.58% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

1.63M
Shares

$55.2 Million
0.64% of portfolio

About WISDOMTREE TR EMERGING MKTS EX

Ticker XSOE
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